Verum Partners’s Williams Companies WMB Stock Holding History

Verum Partners’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11,551	Closed	-$377K	–	151
2023 Q2	$377K	Buy	+11,551	New	+$347K	0.34%	58

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Verum Partners's WMB Position: Q3 2023 in Review

Verum Partners sold out of Williams Companies (WMB) in Q3 2023, closing a stake of 11,551 shares — an estimated $377K sold.

Verum Partners first reported a position in WMB in Q2 2023 and held it in 1 quarter. The position peaked at $377K in Q2 2023. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2023.

Verum Partners reported no remaining Williams Companies position as of Q3 2023 after selling out during the quarter.
Verum Partners sold 11,551 Williams Companies shares in Q3 2023, an estimated $377K.
Verum Partners first reported a position in Williams Companies in Q2 2023 and held it in 1 quarter.
Verum Partners's Williams Companies position peaked at $377K in Q2 2023.
1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2023.

Based on Verum Partners's 13F filing for Q3 2023, filed 10 Oct 2023.